See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,422-100.0% | $95,952-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 73.5%-73.5pp | 77.1%-77.1pp | 69.6%-69.6pp |
| Annual return | 19.09% | 19.37%-0.3pp | 91.61%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,542 | $1,945+82.1% | $2,541+39.4% | $2,471+43.3% |
| Participant deferral / active EE | $3,447 | $3,440+0.2% | $4,167-17.3% | $3,740-7.8% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |